First Heartland Consultants’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

First Heartland Consultants’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$979K	Buy	22,249 +7,544	+51%	+$324K	0.06%	221
2026 Q1	$626K	Buy	14,705 +210	+1%	+$8.94K	0.05%	257
2025 Q4	$578K	Buy	14,495 +198	+1%	+$8.02K	0.04%	270
2025 Q3	$591K	Sell	14,297 -4,846	-25%	-$198K	0.05%	251
2025 Q2	$763K	Buy	19,143 +4,325	+29%	+$171K	0.07%	198
2025 Q1	$607K	Hold	14,818	–	–	0.06%	205
2024 Q4	$568K	Sell	14,818 -744	-5%	-$29.8K	0.06%	216
2024 Q3	$634K	Buy	15,562 +478	+3%	+$18.5K	0.07%	198
2024 Q2	$540	Sell	15,084 -3,475	-19%	-$125K	0.04%	248
2024 Q1	$684K	Buy	18,559 +277	+2%	+$9.88K	0.07%	209
2023 Q4	$665K	Buy	18,282 +631	+4%	+$21.8K	0.08%	179
2023 Q3	$598K	Buy	17,651 +1,825	+12%	+$66.2K	0.08%	192
2023 Q2	$580K	Buy	15,826 +133	+0.8%	+$4.88K	0.08%	191
2023 Q1	$585K	Sell	15,693 -129	-0.8%	-$4.85K	0.09%	182
2022 Q4	$602K	Buy	15,822 +762	+5%	+$28.2K	0.1%	174
2022 Q3	$514	Buy	15,060 +8,489	+129%	+$323K	0.04%	180
2022 Q2	$247K	Buy	+6,571	New	+$255K	0.04%	292

Other funds holding LVHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $120M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

First Heartland Consultants's LVHD Position: Q2 2026 in Review

First Heartland Consultants increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 51% in Q2 2026, buying an estimated $324K and bringing the position to 22,249 shares worth $979K. The position accounts for 0.06% of the portfolio, ranked #221.

First Heartland Consultants first reported a position in LVHD in Q2 2022 and has held it in 17 quarters since. 43 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

First Heartland Consultants held 22,249 shares of Franklin US Low Volatility High Dividend Index ETF worth $979K as of Q2 2026.
First Heartland Consultants bought 7,544 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $324K.
Franklin US Low Volatility High Dividend Index ETF made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #221 holding.
First Heartland Consultants first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2022 and has held it in 17 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.